Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.com In this episode, we are joined by Chris Nelson of CallRail. Chris Nelson is a seasoned Marketing and Strategy leader with 15+ years in B2B and B2B2C, spanning SaaS to consumer durables. Transitioning from law, he excels in omni-channel marketing, customer engagement, and team leadership. In this episode, here's what you’ll learn: What is CallRail? How CallRail boost marketing efficiency and cut costs for home services? How to increase returns on your marketing? How entrepreneurs can use this opportunity to level up and expand their businesses? CallRail revolutionizes lead tracking for businesses globally. With real-time insights, it streamlines marketing efforts, capturing every lead's journey for optimal ROI and enhanced customer engagement. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: Chris Nelson CallRail This episode is kindly sponsored by: Sera UpFrog CompanyCam Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Interplay Learning Connect with us! Tersh Blisset Josh Crouch Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com Affiliate links: Castmagic StreamYard CallRail IfTTT- 10 Percent off! --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.com In this episode, we are joined by Tyson Chen of Avoca AI. Tyson Chen is an MIT graduate and the co-founder and president of Avoca AI, which pioneers AI solutions for 24/7 customer engagement in small businesses. With a background in self-driving goods delivery at Nuro and consulting at The Boston Consulting Group, Tyson brings expertise in AI, tech, and private equity to revolutionize business communication. In this episode, here's what you can expect to learn: What is Avoca AI? How AI is going to impact the home service industry? What are Multi-modal generative models? How Entrepreneurs can use this opportunity to level up and expand their business? Avoca AI enhances HVAC and Plumbing businesses by integrating advanced artificial intelligence. It empowers technicians, improves customer service, and boosts revenue through features like real-time advice and 24/7 availability. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: Tyson Chen Avoca AI This episode is kindly sponsored by: Sera UpFrog CompanyCamVisit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Interplay Learning Connect with us! Tersh Blisset Josh Crouch Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com Affiliate links: Castmagic StreamYard CallRail IfTTT- 10 Percent off! --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.com In this episode, we are joined by Sebastian Jimenez from Rillavoice. Sebastian Jimenez is the Founder and CEO of Rillavoice, a company focused on building speech analytics for the world. Sebastian leads the team in developing speech analytics software tailored for sales and service, particularly in industries like home remodelling, roofing, solar, telco, banking, CPG, and more. Rillavoice leverages AI to revolutionize home improvement sales and service interactions. With exceptional transcription accuracy and a focus on enhancing human work, Rillavoice overcomes scepticism, improving techniques and reducing performance gaps. Seamlessly integrated and offering real-time analysis, it sets a new standard in the industry. Explore the transformative impact by booking a demo at Rillavoice.com. In this episode, here's what you can expect to learn: Impact of AI on Home Improvement Sales Integration with Home Service Systems Evolution of AI in Customer Service The Future of Work and AI Adoption Trends in AI for Customer Service If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: Sebastian Jimenez Rillavoice This episode is kindly sponsored by: Sera UpFrog CompanyCam Visit ⁠www.companycam.com/SBM⁠ and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Interplay Learning Connect with us! Tersh Blisset Josh Crouch Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com Affiliate links: Castmagic StreamYard CallRail IfTTT- 10 Percent off! --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

Welcome to the Service Business Tersh Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.com In this episode, we are joined by Patrick Lange from Business Modification Group.  Patrick, an expert in business valuations and sales, provides useful and actionable insights on how to maximize your business's value. Patrick is not only knowledgeable in business valuation but also actively engages on multiple platforms like YouTube, LinkedIn, and Facebook, where his mission is to educate people for free on how to raise the value of your business if your intention is to sell it.  He has been guiding many businesses into improving their worth, with successful stories that showcase significant increases in dollar figures. Business Modification Group proposes The Best HVAC Companies for Sale. Their Proactive, Experienced HVAC Brokers Consistently Sell a Record Number of Heating, Air and Plumbing Companies Nationwide. During our conversation, here's what you can expect to learn: The importance of understanding your business's current worth. Steps to raise the value of your service business. Real-world success stories that exemplify the transformation possible with the right guidance. Why it's essential to seek a valuation, even if you're not selling immediately. The role of technology in enhancing business worth and sales. How simple products and services can mean a world of difference when selling your business Patrick's straightforward and genuine approach, combined with his vast experience, brings a unique perspective to the table. He offers simple, actionable steps that, while common for him, can make a world of difference for many business owners. We particularly enjoyed how Patrick teaches you about business and the broader importance of knowing what you are optimizing for.  If you enjoy the episode, please don’t hesitate to leave us a review (5 start preferably ;)) Links & References: Patrick Lange on LinkedIn: LinkedIn Profile Business Modification Group: Website Patrick on Youtube: Youtube Channel This episode is kindly sponsored by: Sera (visit their website) UpFrog (visit their website) CompanyCam (visit their website) Connect with us!  Tersh Blisset on LinkedIn: Tersh’s Profile Josh Crouch on LinkedIn: Josh’s Profile  Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com Affiliate links: Castmagic - https://get.castmagic.io/SBM StreamYard - https://streamyard.com/pal/c/4524595769507840 CallRail - https://partners.callrail.com/relentless-digital IfTTT- 10 Percent off! --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.com In this episode, we are joined by Patrick Lange from the Business Modification Group.  Patrick, an expert in business valuations and sales, provides useful and actionable insights on maximising your business's value. Patrick is not only knowledgeable in business valuation but also actively engages on multiple platforms like YouTube, LinkedIn, and Facebook, where his mission is to educate people for free on how to raise the value of your business if you intend to sell it.  He has been guiding many businesses into improving their worth, with successful stories showcasing significant dollar figures increases. Business Modification Group proposes The Best HVAC Companies for Sale. Their Proactive, Experienced HVAC Brokers Consistently Sell a Record Number of Heating, Air and Plumbing Companies Nationwide. During our conversation, here's what you can expect to learn: The importance of understanding your business's current worth. Steps to raise the value of your service business. Real-world success stories that exemplify the transformation possible with the right guidance. Why it's essential to seek a valuation, even if you're not selling immediately. The role of technology in enhancing business worth and sales. How simple products and services can mean a world of difference when selling your business? Patrick's straightforward and genuine approach, combined with his vast experience, brings a unique perspective to the table. He offers simple, actionable steps that, while common for him, can make a world of difference for many business owners. We particularly enjoyed how Patrick teaches you about business and the broader importance of knowing what you are optimizing for.  If you enjoy the episode, please don’t hesitate to leave us a review (5 start preferably😉) Links & References: Patrick Lange on LinkedIn: LinkedIn Profile Business Modification Group: Website This episode is kindly sponsored by: Sera (visit their website) UpFrog (visit their website) CompanyCam (visit their website) Connect with us!  Tersh Blisset on LinkedIn: Tersh’s Profile Josh Crouch on LinkedIn: Josh’s Profile  Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com Affiliate links: Castmagic - https://get.castmagic.io/SBM StreamYard - https://streamyard.com/pal/c/4524595769507840 CallRail - https://partners.callrail.com/relentless-digital IfTTT- 10 Percent off!

Have you ever wondered how a creatively branded service vehicle can create a massive impact on your small business's visibility and growth? In the current age of digital marketing dominance, we're shifting our focus to a traditional yet remarkably effective marketing method that can generate immense recognition for skilled trades businesses, HVAC companies, and the plumbing industry. CJ Stratte, the brilliant and dynamic CEO of On The Move Trucks, a nationwide truck leasing company, joins us in today's episode of the Service Business Mastery Podcast, to teach us more! CJ, an expert in brand marketing, oversees a company that helps primarily HVAC and plumbing businesses, transforms ordinary service vans into eye-catching moving billboards for their brands. This episode is packed with exciting insights into the power of physical mobile advertising, and how even a single leased van could significantly boost your brand’s visibility. Key actionable takeaways for skilled trades businesses include:  Firstly, not underestimating the value of traditional marketing methods such as branded service vehicles. Second, the importance of creating engaging, telling visuals on service trucks. The potential of truck fleets as moving billboards and driving brand recognition. Lastly, to explore On The Move Trucks’ services, from leasing to custom wraps, as ain important resource for your business. So buckle up and prepare for an intriguing ride into the world of truck leasing and unique marketing strategies–the road to enhanced brand visibility starts here!    SHOW NOTES [00:04] Intro + Tersh’s Experience with Sign Branding Promo for Service Emperor [03:21] Sponsor Details [07:24] Who is “On the Move Trucks”? [08:00]  CJ's Business Experience [11:37] Business Impressions Per Mile [11: 53] “Old School” Word of Mouth Marketing [15:40] On The Move's Truck Leasing Program [21:02] “New School” QR Code Marketing  [24:11] Display Your Trucks! [26:09] Best Practices for Truck Promo [29:40] Various truck options. Contact Them for inventory. Resources And People Mentioned: Connect With Spencer on LinkedIn Here! Or check out his book’s website: entreprenumbers.com.  This episode is kindly sponsored by: - Sera (visit their website) - UpFrog (visit their website) - Copeland (visit their website). - CompanyCam (visit their website) Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! - Interplay Learning (visit their website) - Join the Service Business Mastery Facebook group Affiliate Links: - Castmagic - https://get.castmagic.io/SBM  - StreamYard - https://streamyard.com/pal/c/4524595769507840 - CallRail - https://partners.callrail.com/relentless-digital  - IfTTT- 10 Percent off!  - https://ifttt.com/join?referral_code=BoERPHYVbCFE-C7okWNiClo3ygLafRze  --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

If you are passionate about your skilled trades service business but struggle to see it grow, or if you're simply curious about running a successful service enterprise, this episode of the Service Business Mastery Podcast is for you! In this episode, "Accounting Doesn't Have to Suck," hosts Tersh Blisset and Joshua Crouch engage with guest Spencer Sheinin, CEO and Founder of Shift Financial Insights, in a deep dive into the world of accounting, and how as daunting as it may appear, it doesn't have to suck! They explore hiring problems often faced by small and medium-sized businesses and how hiring the wrong person for accounting can result in lost opportunities. They discuss the role of AI in bookkeeping, financial analysis, and how it may not necessarily be the ideal option for smaller businesses with unique scenarios.  Tersh, Josh, and Spencer inspire others with their personal stories of business finance, including Spencer's transformative shift in mindset towards numbers. If you've ever been overwhelmed by financial statements, Spencer's take on using data visualization techniques for better understanding and data interpretation is a game-changer. Also, make sure to look out for the invaluable advice from Sheinin's book, "Entreprenumbers," of which we are giving away copies after the interview. It's an absolute must-read for entrepreneurs looking to demystify their financials and gain the knowledge to make effective business decisions.  This episode is full of insights, practical advice, and money-saving tips for anyone in a service business. Don't miss out! SHOW NOTES 01:59 Justin hosts giveaway and offers script for success. 04:11 Copeland offers valuable compressor diagnostics training. 08:58 Struggling to keep up, correcting formulas, light bulb moment. 12:20 Not a certified accountant. HVAC career started accidentally. 14:14 Accounting department struggles due to inadequate staffing. 17:15 Financials are backwards looking, but budgets and cash flows can be forward looking. Looking backwards helps identify what's not working and the root causes. The 80 20 rule applies to most problems. Understanding the right information helps identify issues like a 3% decrease in average margin. 20:14 AI accounting benefits big companies, not small. 24:16 Increase sales, decrease costs, analyze divisions. 26:01 Forward vs. backward analysis in HVAC operations. 30:46 Managing labor is crucial in every industry, particularly this industry. Analyzing labor as a percentage of sales can indicate if it's going in the wrong direction. Our brains process information visually, so financial information should be presented in pictures instead of letters and numbers. For example, when determining the current percentage of receivables, the accounts receivable aging report is commonly used. 34:27 Book version of tips/tools for implementation. 36:38 Great ideas shared with like-minded business coaches. 39:22 Impressive intro video. Tersh's amazing shoes. Resources And People Mentioned: Connect With Spencer on LinkedIn Here! Or check out his book’s website via entreprenumbers.com.  This episode is kindly sponsored by: - Sera (visit their website) - UpFrog (visit their website) - Copeland (visit their website). - CompanyCam (visit their website) Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! - Interplay Learning (visit their website) - Join the Service Business Mastery Facebook group Affiliate Links: - Castmagic - https://get.castmagic.io/SBM  - StreamYard - https://streamyard.com/pal/c/4524595769507840 - CallRail - https://partners.callrail.com/relentless-digital  - IfTTT- 10 Percent off!  - https://ifttt.com/join?referral_code=BoERPHYVbCFE-C7okWNiClo3ygLafRze --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

Are outdated practices holding back the HVAC industry from reaching its full potential?   In this episode of Service Business Mastery, hosts Tersh Blisset and Joshua Crouch delve deep into the world of HVAC maintenance and how cutting-edge technology is reshaping the customer experience and the growth of HVAC businesses. We have the pleasure of welcoming Ben Reed and Brian Feenie from Measure Quick, a leading software solution for HVAC professionals.   Ben and Brian have a combined experience of over 40 years in the home services and HVAC industries. They are passionate advocates for using technology to drive efficiency and enhance customer interactions. Are you eager to explore how technology can revolutionize the HVAC maintenance industry? If so, this episode of the Service Business Mastery Podcast is a must-listen! SHOW NOTES   Here's a breakdown of what you can expect in this episode:   - [0:00] - Introduction: Tersh and Joshua set the stage for the episode, highlighting the importance of Measure Quick in the HVAC industry.   - [2:15] - MeasureQuick: The hosts discuss how the Measure Quick app helps junior technicians gather crucial information and data for clients.   - [4:30] - Shoutouts to Podcast Partners: Sera, Upfrog, CompanyCam, Copeland, and Interplay Learning are acknowledged as valuable supporters of the podcast.   - [5:45] - Upcoming SBM Content: The hosts tease future episodes and upcoming guests, including Billy from Billy Go and representatives from Copeland Compressors.   - [7:15] - Guests’ Self Introduction: Brian and Ben from Measure Quick introduce themselves, sharing their extensive experience in the home services and HVAC industries, as well as their passion for using technology to improve the industry.   - [9:30] - HVAC Business Challenges: The hosts and guests delve into the challenges faced by technicians in convincing business owners to invest in Measure Quick and adopt technology solutions.   - [12:15] - The HVAC industry's struggles: misaligned incentives and perspectives are explored, along with the prioritization of homeowners' expenses and the need for thorough maintenance checks.   - [15:45] - Industry Assumptions: The hosts and guests shed light on old habits and assumptions that hinder progress in the industry and emphasize the value of technology in improving maintenance contracts.   - [19:00] -Full Stack HVAC:  This concept is introduced as a way to address gaps in business operations and optimize efficiency, with a focus on standardization, customer value, and company valuation.   - [22:00] - Trust:  The importance of trust in increasing revenue and conveying value to customers in the absence of face-to-face interactions is discussed, along with the affordability and benefits of using Measure Quick.   - [25:30] - Guest Announcements: Guests Brian and Ben share upcoming announcements and improvements to the Measure Quick app, as well as their openness to feedback from listeners.   - [29:15] - Episode Conclusion: The hosts express their gratitude to the guests and tease future episodes, encouraging listeners to stay tuned for more valuable content.   If you're looking to level up your skilled trades service business, gain insights into home service businesses, or simply expand your knowledge in the field, this episode is a must-listen. Tune in to the Service Business Mastery Podcast and unlock the truth about HVAC maintenance! Resources And People Mentioned:   This episode is kindly sponsored by: - Sera (visit their website) - UpFrog (visit their website) - Copeland (visit their website). - CompanyCam (visit their website)  - Interplay Learning (visit their website) Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group Affiliate links: - Castmagic - https://get.castmagic.io/SBM  - StreamYard - https://streamyard.com/pal/c/4524595769507840 - CallRail - https://partners.callrail.com/relentless-digital  - IfTTT- 10 Percent off!  - https://ifttt.com/join?referral_code=BoERPHYVbCFE-C7okWNiClo3ygLafRze    --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

For many service businesses, marketing can feel like throwing random things at a wall and seeing what sticks. Sometimes, you get lucky. But in the ever-shifting landscape of new Google algorithms and increasingly tech-savvy competitors, luck isn’t gonna cut it.   That’s why the best marketing is data-driven marketing.   In this episode, we learn how to think more like data scientists when it comes to our marketing by speaking with Carole Lawson, bonafide data scientist and Chief Data Officer, and Rick B., CEO at MarketStorm, the company that’s delivering better marketing outcomes for its clients through data science.   SHOW NOTES - Intro [0:00] - Introducing Carole Lawson and Rick B. [9:48]  - The truth about keywords [13:49]  - Optimizing your content like a data scientist [16:28] - Learning from the language your customers use [20:36] - Data science and hiring [27:17] - How misinterpreting data can backfire [30:52] - Targeting specific audiences [46:00] Resources And People Mentioned: This episode is kindly sponsored by: - Sera (visit their website)  - UpFrog (visit their website) - Copeland (visit their website). This should be copeland.com - CompanyCam (visit their website) - Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! - Join the Service Business Mastery Facebook group - Visit our website: https://www.servicebusinessmastery.com Affiliate Links: - Castmagic - https://get.castmagic.io/SBM  - StreamYard - https://streamyard.com/pal/c/4524595769507840 - CallRail - https://partners.callrail.com/relentless-digital  - IfTTT- 10 Percent off!  - https://ifttt.com/join?referral_code=BoERPHYVbCFE-C7okWNiClo3ygLafRze --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

The journey from technician to entrepreneur is fraught with risk — but as those who have successfully walked the path will tell you: with big risks come big rewards. In this episode, we speak with someone who has successfully walked the entrepreneurial path many times: Brian Will, Best-Selling Author and Business Consultant at Brian Will Media. Brian shares the secrets to scaling your business, from hiring to negotiating to checking your ego at the door — and everything in between. SHOW NOTES - Introduction and the problem with BLTs [0:00] - Introducing Brian Will [9:48]  - The problem with relying too heavily on one client [12:27]  - Why every day in business must end with “why?” [18:18] - The difference between an entrepreneur and a manager [22:56 - Why entrepreneurs should take Elon Musk’s advice with a grain of salt [31:34]   Resources And People Mentioned: This episode is kindly sponsored by: - Sera (visit their website)  - UpFrog (visit their website) - Copeland (visit their website). This should be copeland.com - CompanyCam (visit their website) Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com   Affiliate links: - Castmagic - https://get.castmagic.io/SBM  - StreamYard - https://streamyard.com/pal/c/4524595769507840 - CallRail - https://partners.callrail.com/relentless-digital  - IfTTT- 10 Percent off!  - https://ifttt.com/join?referral_code=BoERPHYVbCFE-C7okWNiClo3ygLafRze --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support